Industrials Reimagined

Industrials have often been viewed as cyclical, value-oriented businesses tied closely to traditional economic activity. Today, however, the sector is being reshaped by a set of powerful secular forces that are creating growth opportunities across market capitalizations, geographies, and investment styles.

In this Q&A, Brannon Cook discusses why industrials have become more compelling, how AI-related data center demand is flowing through the physical economy, and where infrastructure may fit in client portfolios.